Citywire San Diego RIA CIO Summit 2025

Why just navigate market tides when you can enjoy the real thing? Join us this June 12-13 for our San Diego RIA CIO Summit. This event will bring top CIOs and investment professionals together at the Estancia La Jolla hotel for two days of in-depth discussions, due diligence workshops, and networking.

More than a dozen fund managers from top asset management firms will present strategies across a range of asset classes.

Our invite-only event brings together CIOs and investment team members from RIAs and family offices nationwide. Attendees will have the opportunity to explore new investment ideas, learn from leading CIOs in wealth management, and stay ahead of the latest developments in RIA technology.

Is this right for me?

This event is designed for members of the manager research and due diligence community who recommend and invest in third-party funds. RIA CIOs, analysts and investment committee members are welcome to attend.

What can I expect?

Attendees will sit down in small-group fund manager workshops alongside 2-3 other analysts and CIOs. You will get the chance to grill fund managers on the strategies they are presenting and to hear what your peers in due diligence are asking in their fund manager meetings.

The event will also feature keynote speakers, a panel session, and plenty of time to network with your fellow investment researchers.

Does it cost to attend?

This event is free for analysts and manager researchers to attend. Citywire will cover travel and accommodation costs.

How do I sign up?

Please register by following the prompts on this page. If you have any questions about registration, please contact Amelia Holland a aholland@citywireusa.com or Reagan Darrah at rdarrah@citywireusa.com 

Amelia Holland-1
Amelia Holland
Country Head, US
USA HOSTS
Reagan Darrah
Senior Audience Development Manager

12
June

8:00 - 9:00am

Registration & Networking Breakfast

09:00 - 09:10am

Welcome Address

09:10 - 10:10am

Conference Session 1

10:10 - 10:15am

Tech Ad Break - PPB Capital Partners

10:15 - 10:50am

Fund Group Workshop 1

11:00 - 11:35pm

Fund Group Workshop 2

11:45 - 12:20pm

Fund Group Workshop 3

12:30 - 1:05pm

Fund Group Workshop 4

1:05 - 2:35pm

Table Planned Lunch

2:35 - 3:35pm

Conference Session

3:35 - 4:10pm

Fund Group Workshop 5

4:20 - 4:55pm

Fund Group Workshop 6

5:05 - 5:40pm

Fund Group Workshop 7

7:00 - 9:30pm

Drinks and Standing Dinner

13
June

7:00 - 9:00am

Networking Breakfast

8:00 - 8:45am

(RSVP only) Analyst Master class with Rob Madore of MarshBerry

9:00 - 10:00am

Conference Session

10:00 - 10:35am

Fund Group Workshop 8

10:45 - 11:20am

Fund Group Workshop 9

11:30 - 12:05pm

Fund Group Workshop 10

12:05pm

Buffet Lunch

Register

Register

Workshops

Panelists

Speakers

Speakers

Speakers

Analyst Masterclass

How to Run Your Firm Like You're Selling in 3 Years… So You Never Actually Have To

Friday, June 13, 8:00 - 8:45am

A no-holds-barred masterclass on building optionality, leverage, and enterprise value,—whether or not you ever sell—led by Rob Madore of MarshBerry.

 

Rob Madore is an investment banker and strategic advisor to many of the RIA industry’s most ambitious firms. In this session, Rob will break down how founders can run their firms with the discipline, structure, and mindset of a company preparing to sell—not because they want out, but because that’s how real value gets built.

 

Drawing on real transaction experience and behind-the-scenes diligence stories, Rob will walk through how the best firms:

  • Maintain full control of their future with the option to sell, not the need to
  • Use Enterprise Value as a core component to their strategic decision making
  • Acquire other businesses with intentionality
  • Eliminate unintented value drag
  • Create a business that attracts capital, talent, and premium valuation

As a Senior Advisor at MarshBerry, Rob leads investment banking and consulting efforts for RIAs, with deep experience in M&A, capital raises, and succession structuring. His philosophy is simple: run it like you’ll sell it, even if you never do.

 

Rob is based in Charleston, SC, and is a former professional hockey player turned advisor, dad, and wealth-management nerd.

Rob Madore (1)